According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...
Microsoft Corporation seems to be tightening its belt when it comes to spending. The tech giant has reportedly cancelled data ...
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
The sentiment of some of Europe's top AI stocks was dampened for a second consecutive day on Tuesday after an analyst report late last ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...